Financial Consultant

2 weeks ago


New York, United States SideRamp Part time
Job DescriptionJob Description

About SideRamp

SideRamp allows professionals to engage with part-time opportunities in the gig economy, offering a centralized platform that manages high-quality, flexible side gigs. We focus on connecting our users to various freelance and part-time work—from discovering opportunities to streamlining the application process.

Financial Consultant

We are partnering with a finance firm that is seeking a Financial Consultant for part-time, project-based assignments. Your primary role will involve providing expert financial advice and analysis.

Client

The client is a reputable financial services company based in [Location] specializing in [specific financial services area].

Description

As a Financial Consultant, you will be responsible for offering tailored financial guidance and strategies. You will collaborate with clients and internal teams to ensure sound financial decision-making.

Responsibilities

  • Conduct in-depth financial analysis and develop personalized financial plans

  • Provide recommendations on investments, savings, and risk management

  • Assist clients in tax planning and retirement strategies

  • Offer expertise on insurance options and estate planning

  • Collaborate with legal and accounting professionals for comprehensive client solutions

Requirements

  1. Proven experience as a Financial Consultant or similar role

  2. Strong knowledge of investment strategies, financial markets, and regulations

  3. Excellent communication and interpersonal skills

  4. Bachelor’s degree in Finance, Economics, or related field

  5. Certifications such as CFA or CFP are a plus

Note: Job descriptions may have been edited from their original format to ensure fair hiring standards along with consistent formats across all postings. Salary information is not guaranteed and many estimates are based on a yearly, full-time salary. This system can make mistakes.  #LI-remote



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